401(k) · DOL Form 5500 · 2024

Trustbridge, Inc. 401(k) Plan

Data updated 2026-08-11

$70M
Total assets
1,055
Participants
88th
Percentile by assets
$65,932
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Trustbridge 401(k) Plan · Sponsored by Trustbridge, Inc. · Florida · Healthcare & Social Assistance

$70M in assets, 1,055 participants

Trustbridge, Inc.'s Trustbridge 401(k) Plan reported $70M in total assets and 1,055 participants in its 2024 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 88th percentile by assets (of 123,622 plans)
  • #15,096 in Healthcare & Social Assistance (16,916 peers)

Where Trustbridge 401(k) Plan sits by assets

Trustbridge 401(k) Plan sits in the top quartile of all filed plans by assets, $70M for 1,055 participants (~$65,932/participant), up 5.3% in 2024.

$70M
total plan assets (2024 EOY)
1,055
covered participants
88th
percentile by assets (of 123,622 plans)
$65,932
avg assets per participant

Where Trustbridge 401(k) Plan sits by total assets

Trustbridge 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$69,558,077 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trustbridge 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Trustbridge 401(k) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Trustbridge 401(k) Plan reported participants fell from 1,091 in the plan year 2023 filing to 1,055 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Florida
Industry
Healthcare & Social Assistance

Trustbridge 401(k) Plan vs the 2024 asset distribution

By assets, Trustbridge 401(k) Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$70M
Net Income$4M
Employer EIN203974015
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustbridge, Inc.)

$55M$60M$65M$70M$75M 202220232024 $60M $69.6M ▲ +16.0%
Total plan assets by year, all Trustbridge, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,133 $60M
2023 1 1,091 $66M
2024 1 1,055 $70M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trustbridge 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Trustbridge 401(k) P…, Total assets ($B): 0.069558077 · Participants: 1055Trustbridge 401(k) P…L3harris Retirement …, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc.…
Trustbridge 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Trustbridge 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trustbridge 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Trustbridge 401(k) Plan assets move in 2024? ▼
Trustbridge 401(k) Plan grew at a solid clip - up 5.3% during 2024, from $66M to $70M. Reported net income was $4M.
How have Trustbridge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustbridge, Inc.'s sponsor-wide assets grew 15.9%, from $60M to $70M.
Where does Trustbridge 401(k) Plan rank by assets among Form 5500 filers? ▼
Trustbridge 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trustbridge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iscar Metals 401(k) Plan in TX ($70M, 352 participants).

Next read for Trustbridge 401(k) Plan

Scale reading

Ways to act on Trustbridge 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203974015.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.